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Net Worth Advisory Group of Salt Lake, Utah, Participates in Annual Wealth Management Roundtable

As a leader in Utah's financial industry, Net Worth Advisory Group participated in Utah Business Magazine's annual Wealth Management Roundtable on Thursday, November 11, 2010. An edited transcript of the discussion will appear in the December issue.

 
PRLog - Nov. 15, 2010 - SALT LAKE CITY -- As a leader in Utah's financial industry, Net Worth Advisory Group participated in Utah Business Magazine's annual Wealth Management Roundtable on Thursday, November 11, 2010. An edited transcript of the discussion will appear in the Industry Outlook section of the December issue.

The roundtable discussed trends in the financial industry, and common challenges financial advisors address for their clients. Whether financial planners should be held to a fiduciary standard, which requires the advisor to always act in the best interest of their clients, was also a major topic.

About Mr. Jefferies

Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah. He is a member of the National Association of Personal Financial Advisors (NAPFA) and a candidate for CFP™ certification. He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. Lon writes articles for local magazines such as Business Connect and Utah Business Magazine, and he consistently contributes articles to online magazines such as FIGuide.com and FILife.com (by The Wall Street Journal). Additionally, Lon is a platinum expert author at EzineArticles.com. Lon has been quoted nationally in publications such as the NY Times and Investment News.

Contact Info

View Lon's blog at http://www.utahfinancialadvisor.blogspot.com, and visit Net Worth Advisory Group's home page at http://networthadvice.com. Lon can be emailed at lon@networthadvice.com, or phoned at (801) 566-0740.

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Fee-Only Financial Planner
Net Worth Advisory Group
6975 Union Park Center, Suite 465
Midvale, UT 84047

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Contact Email:
***@networthadvice.com Email Verified
Source:Net Worth Advisory Group
Phone:801-566-0740
Zip:84101
City/Town:Salt Lake City - Utah - United States
Industry:Accounting, Business, Finance
Tags:financial planning, financial advisor, wealth management, fiduciary
Shortcut:prlog.org/11073516
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